Personal Banking Advisor

Citizens Bank; Needham Heights (MA); On-site; USD 34,000 - 43,000; Full time

Benefits offered by this job

Meaningful work

Community volunteering

Career growth

Comprehensive benefits

Job summary

Citizens Bank in Needham Heights, MA is seeking a friendly, outgoing bank representative who enjoys helping customers and building relationships. You’ll provide sound financial advice and guide customers through spending, saving and borrowing options, while using digital tools like the mobile app and ATMs.

This role emphasizes strong communication, problem solving, and the ability to meet sales goals. It requires a High School diploma, 2 years of sales/customer service, and willingness to work

Qualifications

• 2 years of sales and customer service experience, meeting or exceeding goals
• Proven ability to ask questions and identify customer needs
• Proven success with building relationships and recommending products via in-person/phone
• Ability to use digital technology to support business goals

Responsibilities

• Provide recommendations and assist customers with financial solutions
• Introduce customers to digital/mobile banking tools
• Collaborate with partners in Wealth Management, Mortgage and Business Banking
• Make outbound calls to acquire new customers and schedule checkups

Skills

Sales & customer service

Relationship building

Communication skills

Digital banking knowledge

Education

High School degree or GED

Job description

Citizens Bank in Needham Heights, MA is seeking a friendly, outgoing bank representative who enjoys helping customers and building relationships. You’ll provide sound financial advice and guide customers through spending, saving and borrowing options, while using digital tools like the mobile app and ATMs.

This role emphasizes strong communication, problem solving, and the ability to meet sales goals. It requires a High School diploma, 2 years of sales/customer service, and willingness to work